Grow with an investor
Bring in capital and a partner to scale — while you keep clinical control and upside.
- Recapitalizations and growth partnerships
- Funding for locations, technology and associates
- Practical guidance on growing the business side
Dental & Healthcare Practice Brokerage
Whether you want capital to grow, a partner to take the business side off your plate, or a plan for your next chapter, the right answer starts with what matters most to you. We help you get clear on your priorities, then find the partner whose culture fits them.
Reduce the risk of having everything in one practice, while you keep doing the dentistry you love.
Hand off HR, payables, PPO negotiations and marketing. Get back to surgery.
Younger specialists are partnering early with specialty-focused platforms.
Fund expansion, technology and real estate without adding personal guarantees.
Not sure which applies? Rank your priorities or estimate your practice's EBITDA.
Step One: Your Priorities
Every partnership is a trade-off. Tap these in order of importance to you, and we'll show you what kind of partner tends to fit — and what we'd ask every investor or buyer on your behalf.
Your ranking
Step Two: Cultural Fit
Two investors or DSOs can offer similar numbers and run completely different practices. Before anyone meets you, we find out how they really operate — and whether it matches what you told us matters.
Will you keep your materials, lab and implant system, or be moved onto their formulary? Who makes treatment decisions?
What happens to pay, benefits and titles? How long do office managers, assistants and hygienists stay after a partnership?
How many partner doctors are still there after their commitment ends? We'd rather ask them than read the brochure.
Does the practice keep its name and brand? How is the patient experience you built protected?
How much is cash at close versus rollover equity or earnout, and what drives the value of that equity?
Will they fund new locations, technology and associates? Who decides where you grow, and how fast?
Why We Do This Work
We understand both sides of your practice: the chair and the balance sheet.
Every dentist's situation is different, and no one should have to navigate a partnership or transition alone.
Jay Jockin leads the dental & healthcare practice at Business Exit Advisors. He spent years on the business side of a successful implant practice — strategy, technology and marketing — and began his career in lending, including commercial lending at Wells Fargo.
He works alongside Sarah Jockin, DDS, DABOI/ID, an oral implantologist, AAID and ABOI examiner and national lecturer who has been through a DSO partnership herself. Her clinical perspective helps doctors weigh what matters most inside a partnership: clinical autonomy, the team and patient care.
Our approach is simple: understand your priorities first, then find the partner whose culture fits.
Our Services
Most dentists only hear from whoever calls them first. We lay out every realistic option for your stage so you can weigh upside, control and timing before anyone makes an offer.
Bring in capital and a partner to scale — while you keep clinical control and upside.
Share ownership, hand off the business side, and keep practicing — with a stake in what comes next.
A confidential sale to a doctor or group, planned 2–5 years out so you sell from strength.
Practice Value
Two practices with the same collections can draw very different offers. These are the details investors dig into — and the ones worth strengthening before you raise capital or go to market.
Investors price on profit, cleaned up. Add-backs for owner compensation and one-time costs must be documented, not just claimed.
High-value implant and full-arch cases lift production per patient and make a practice stand out to specialty platforms.
Fee-for-service revenue commands a premium. Heavy PPO dependence can compress margins and the multiple.
A steady pipeline — GP referrals, marketing that converts, strong recall — shows the schedule stays full.
Associates and a stable team lower risk and shorten the time you'll be asked to commit after closing.
Investors need lease term they can count on. Owning the building opens a separate sale or a leaseback.
Our Process
Confidentiality is protected at every step. Your team and patients hear about a change when you decide they should.
A relaxed, confidential conversation with Jay and Sarah. We learn your story and goals, and share ours.
We give you a clear picture of what your practice is worth and how today's market sees it.
When you're ready, we guide you to partners who fit your priorities, and stay with you through closing.
FAQ
Don't see yours? Ask us directly — the first conversation is confidential and free.
Yes, and it's a growing share of the dentists we talk to. Many younger owners want capital and a partner to add locations, technology or associates without giving up clinical control. We help you decide how much of the practice to sell, if any, and find an investor whose growth plans and culture match yours.
You sell part of your practice to an investor or group and keep a stake in the larger organization. You continue practicing, and if the group grows, your remaining stake may be worth more down the road. The terms vary a great deal from partner to partner, which is why we review them closely with you.
Because you'll work with this partner long after the paperwork is signed. If their clinical rules, staffing approach or leadership style clash with yours, a better number rarely makes up for it. We help you find fair terms with a partner you'll actually want to work with.
It's the list of materials, labs, implant systems and supply vendors a group expects its offices to use. Some partners give doctors wide clinical latitude; others standardize heavily to control cost. If you place implants or have a lab you trust, it's one of the first things we clarify with every partner.
Not from us. Everything stays confidential, and we coordinate with you on when and how to tell your team.
Nothing. The first conversation is free and confidential, with no obligation.
Practice Value Estimator
The number investors and DSOs start with — in about five minutes.
Enter figures from your last full year (your P&L is the easiest source). The estimator replaces your pay with the market cost of a doctor doing your dentistry, adds back personal and one-time expenses, and shows an illustrative value range. Nothing you type leaves this page.
AAID 2026 — Booth 309
Tell us a little about your practice and what matters most to you. We'll follow up to set up a short, confidential conversation — no obligation.